Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Buy
742
+216
+41% +$40K 0.03% 375
2025
Q1
$64.3K Buy
526
+26
+5% +$3.18K 0.02% 448
2024
Q4
$68.9K Buy
+500
New +$68.9K 0.01% 498
2024
Q3
Sell
-364
Closed -$31.8K 1390
2024
Q2
$31.8K Sell
364
-277
-43% -$24.2K ﹤0.01% 936
2024
Q1
$45.9K Buy
+641
New +$45.9K 0.09% 143
2023
Q4
Sell
-454
Closed -$15.1K 1365
2023
Q3
$15.1K Sell
454
-7
-2% -$232 ﹤0.01% 747
2023
Q2
$12K Buy
+461
New +$12K ﹤0.01% 946